EVV vs DDWM

Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (DDWM, ETF).

5-Year PerformanceDDWM has outperformed EVV, delivering a return of +12.5% compared to +3.6%

EVV vs DDWM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVV(ETF)	DDWM(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	N/A	0.40%
Max Drawdown	60.34%	37.15%
Sharpe Ratio	0.13	1.47
5Y Beta	0.35	0.62
5Y Dividends CAGR	-6.12%	3.98%

Net Assets

EVV

$1.20B

Winner

DDWM

$1.30B

Expense Ratio

EVV

N/A

DDWM

0.40%

Max Drawdown

EVV

60.34%

Winner

DDWM

37.15%

Sharpe Ratio

EVV

0.13

Winner

DDWM

1.47

5Y Beta

Winner

EVV

0.35

DDWM

0.62

5Y Dividends CAGR

EVV

-6.12%

Winner

DDWM

3.98%

EVV vs DDWM - Historical Returns

Returns include dividend reinvestment.

Period	EVV	DDWM
1 month	+0.85%	+0.39%
3 months	-2.46%	-0.77%
6 months	-1.57%	+10.70%
1 year	+4.24%	+23.90%
5 years(CAGR)	+3.63%	+12.53%
10 years(CAGR)	+5.84%	+10.56%
Max(CAGR)	+5.72%	+10.72%

Winner

EVV

+0.85%

DDWM

+0.39%

EVV

-2.46%

Winner

DDWM

-0.77%

EVV

-1.57%

Winner

DDWM

+10.70%

EVV

+4.24%

Winner

DDWM

+23.90%

5Y(CAGR)

EVV

+3.63%

Winner

DDWM

+12.53%

10Y(CAGR)

EVV

+5.84%

Winner

DDWM

+10.56%

Max(CAGR)

EVV

+5.72%

Winner

DDWM

+10.72%

EVV vs DDWM - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVV	DDWM
2026	-1.74%	+5.36%
2025	+8.71%	+30.05%
2024	+11.65%	+11.42%
2023	+12.00%	+14.49%
2022	-20.21%	-1.80%
2021	+16.25%	+14.46%
2020	+4.58%	-5.50%
2019	+19.59%	+20.54%
2018	-6.08%	-12.07%
2017	+7.49%	+17.12%
2016	+19.31%	+16.30%
2015	-0.90%	N/A
2014	+0.40%	N/A
2013	-1.56%	N/A
2012	+16.71%	N/A
2011	+2.99%	N/A
2010	+17.11%	N/A
2009	+60.56%	N/A
2008	-27.67%	N/A
2007	-9.17%	N/A
2006	+19.36%	N/A
2005	-7.36%	N/A
2004	+10.84%	N/A
2003	-3.75%	N/A

EVV vs DDWM Drawdown Comparison

The maximum drawdown for EVV was -51.34%, occurring on Oct 10, 2008. Recovery took 590 trading sessions.

The maximum drawdown for DDWM was -35.00%, occurring on Mar 16, 2020. Recovery took 292 trading sessions.

The current EVV drawdown is -3.17%. The current DDWM drawdown is -2.99%.

Rank	EVV	DDWM
#1	-51.34% May 29, 2007 - Sep 29, 2009	-35.00% Jan 17, 2020 - Mar 17, 2021
#2	-40.40% Feb 20, 2020 - Dec 30, 2020	-17.39% Jan 23, 2018 - Nov 4, 2019
#3	-25.86% Dec 30, 2021 - Aug 9, 2024	-14.82% Feb 9, 2022 - Jan 11, 2023
#4	-16.39% May 21, 2013 - Jul 14, 2016	-12.34% Mar 19, 2025 - Apr 24, 2025
#5	-14.10% Jul 15, 2011 - Jan 27, 2012	-10.56% Feb 25, 2026 - Mar 20, 2026
#6	-11.99% Mar 8, 2005 - Jun 16, 2006	-10.00% Apr 19, 2016 - Aug 8, 2016
#7	-11.95% Oct 13, 2017 - Mar 5, 2019	-7.55% Jul 12, 2024 - Aug 21, 2024
#8	-10.01% Jun 11, 2003 - Jan 16, 2004	-7.13% Jul 31, 2023 - Dec 13, 2023
#9	-9.86% May 3, 2010 - Aug 3, 2010	-6.46% Feb 1, 2023 - Apr 12, 2023
#10	-9.79% Apr 1, 2004 - Aug 23, 2004	-5.86% Feb 4, 2016 - Feb 17, 2016
#11	-9.53% Feb 26, 2025 - Jun 11, 2025	-5.81% Sep 26, 2024 - Jan 30, 2025
#12	-8.65% Feb 13, 2026 - Mar 27, 2026	-5.40% Sep 7, 2021 - Dec 27, 2021
#13	-8.48% Nov 7, 2012 - Jan 11, 2013	-4.68% May 8, 2023 - Jun 14, 2023
#14	-7.57% Nov 8, 2010 - Apr 28, 2011	-4.35% Oct 5, 2016 - Dec 6, 2016
#15	-6.10% Aug 30, 2016 - Dec 6, 2016	-4.13% Nov 12, 2025 - Dec 15, 2025

Correlation

Correlation between EVV and DDWM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2003 - 2026)

EVV vs DDWM dividend yield comparison.

Year	EVV	DDWM
2026	3.05%	0.25%
2025	8.86%	2.47%
2024	9.78%	3.57%
2023	10.43%	4.46%
2022	12.78%	4.28%
2021	9.16%	3.73%
2020	9.58%	3.52%
2019	6.42%	3.63%
2018	8.44%	4.40%
2017	7.22%	2.65%
2016	8.46%	4.00%
2015	9.56%	0.00%
2014	8.64%	0.00%
2013	7.98%	0.00%
2012	7.51%	0.00%
2011	7.68%	0.00%
2010	8.66%	0.00%
2009	9.60%	0.00%
2008	13.30%	0.00%
2007	10.14%	0.00%
2006	8.45%	0.00%
2005	9.51%	0.00%
2004	8.57%	0.00%
2003	5.10%	0.00%